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An Agent is an organization-owned software capability. It has its own identity, role, production implementation, certification, and implementation health. An Agent is not necessarily a Sales Agent. For Sales Agents, a Source is the storefront-specific connection to that Agent. The Source owns its credentials, reachability, mappings, and transaction health. The Agent owns the shared implementation and certification facts. The Agents preview is currently available only to enrolled organizations.

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Create an Agent

A directly authenticated organization administrator can choose Create Agent from the Agents collection. The Task creates a private organization-owned Agent and requires its role. A Sales Agent also requires an explicit product mode: Wholesale, Composing, or Both. The Task either selects a claimed operator the organization already owns or creates a separately named operator at the same time. The operator is the secondary company/provider identity; the Agent remains its own capability. Creation establishes only the reusable Agent identity. It does not make the Agent public or a Partner listing, and it does not request credentials, select an authentication method or Source lane, create a Source, or establish a production implementation. Those are separate connection, Source, and versioned-certification workflows. This endpoint requires that same directly authenticated account-admin session; service tokens, delegated sessions, impersonation, and staff-assisted contexts cannot create Agents. Reuse an idempotency UUID only to retry the same request.

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Review your organization’s Agents

Organization administrators can open Agents from the account navigation to see the Agents their organization operates. The collection identifies each Agent, its role and operator, certification state, implementation health, and the one next action selected by the service. Use these endpoints while authenticated as an organization administrator:
The detail response separates certification from implementation health and, for Sales Agents, reports the number of connected Sources. It never returns Source credentials, private certification evidence, or another organization’s Source details.

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See which Agent powers a Source

Storefront users can see the trust summary for the Agent powering one of their own inventory Sources:
sourceId is the identifier from your storefront’s inventory-source response. The result is one of these states:
  • ACTIVE — returns the connected Agent’s safe identity, certification, and implementation-health summary.
  • UNMAPPED — the Source has no active Agent connection.
  • REVOKED — the previous Agent connection is no longer authorized.
This endpoint is scoped to the authenticated storefront and Source. It does not reveal the Agent’s other Sources, credentials, evidence, or operator-only controls.

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Availability and access

All Agent reads require authentication. Organization Agent reads require a directly authenticated organization administrator; Source reads require access to the relevant storefront. If your organization is not enrolled in the Agents preview, these endpoints are unavailable. The internal governed-administration view is not part of the customer API.